Use the Project Change Orders form to track project
changes. You can also set the Change Status
for a project on this form. The grid shows a summary of the Project Tasks
and Resources that have changed. To see a detailed view of the changes,
use the Project Change Order Detail Report.
Follow these steps when using the Project Change
Orders form:
-
If you know the Project number, specify the number and click Filter-in-Place. Otherwise, turn off the filter
and select your project.
-
The fields are populated as follows:
- Change
- The change number of the project is displayed.
- Change Date
- The date of the last change is displayed.
- User Name
- The name of the user who made the last change is displayed.
-
You can set the Change Status to
one of these values:
-
In the grid, you can view details related to the project.
-
If you changed the Change Status,
save the record.
If you change the status from Finalized
to Printed and save the record, this
warning message is displayed:
Project [#] is currently being tracked, changes to it will create
a new change order.
If the project change order status is Finalized
when updating or deleting a project, project task, project resource,
this message is displayed:
[Action] was not successful. Project Change Order that has [Project:
XXX] and [Change: XXX] and [Chg Status: Finalized] Exists.